NWM
Nova Wealth Management Portfolio holdings
AUM
$146M
1-Year Est. Return
19.77%
1 Year Est. Return
+19.77%
AUM
$146M
AUM Growth
+$3.88M
(+2.7%)
Holding
613
Top Buys
| 1 | +$767K | |
| 2 | +$739K | |
| 3 | +$575K | |
| 4 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$558K |
| 5 |
American Century Short Duration Strategic Income ETF
SDSI
|
+$542K |
Top Sells
| 1 | +$1.55M | |
| 2 | +$326K | |
| 3 | +$278K | |
| 4 |
FT Vest US Equity Deep Buffer ETF July
DJUL
|
+$259K |
| 5 |
Tortoise North American Pipeline Fund
TPYP
|
+$228K |
Sector Composition
| 1 | Technology | 8.22% |
| 2 | Financials | 1.83% |
| 3 | Consumer Discretionary | 1.82% |
| 4 | Communication Services | 1.49% |
| 5 | Industrials | 0.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Ferguson
FERG
$50B
| – | – |
-5
|
|
||
602
eBay
EBAY
$42B
| – | – |
-35
|
|
||
603
CRH
CRH
$82.2B
| – | – |
-1
|
|
||
604
Catalyst Pharmaceutical
CPRX
$2.79B
| – | – |
-100
|
|
||
605
Chipotle Mexican Grill
CMG
$52.8B
| – | – |
-759
|
|
||
606
Cognition Therapeutics
CGTX
$129M
| – | – |
-500
|
|
||
607
CDW
CDW
$17.2B
| – | – |
0
|
|
||
608
Allstate
ALL
$50.3B
| – | – |
0
|
|
||
|
EXE
609
Expand Energy Corp
EXE
$23.8B
| – | – |
-20
|
|
||
|
DJTWW
610
Trump Media & Technology Group Warrants
DJTWW
$1.6B
| – | – |
-20
|
|
||
611
Zimmer Biomet
ZBH
$17.3B
| – | – |
-19
|
|
||
612
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$170M
| – | – |
-2,000
|
|
||
613
Waters Corp
WAT
$23.1B
| – | – |
-20
|
|